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Stephens Consulting’s UFP Technologies UFPT Stock Holding History

Stephens Consulting’s Portfolio UFPT Stock Details UFPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-4
Closed -$977 – 1118
2025
Q2 		$977 Sell
4
-1
-20% -$225 ﹤0.01% 681
2025
Q1 		$1.01K Buy
+5
New +$1.21K ﹤0.01% 643

Other funds holding UFPT

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WA
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Stephens Consulting's UFPT Position: Q3 2025 in Review

Stephens Consulting sold out of UFP Technologies (UFPT) in Q3 2025, closing a stake of 4 shares — an estimated $977 sold.

Stephens Consulting first reported a position in UFPT in Q1 2025 and held it in 2 quarters. The position peaked at $1.01K in Q1 2025. 275 funds tracked by Wall St. Rank hold UFPT as of Q3 2025.

  • Stephens Consulting reported no remaining UFP Technologies position as of Q3 2025 after selling out during the quarter.
  • Stephens Consulting sold 4 UFP Technologies shares in Q3 2025, an estimated $977.
  • Stephens Consulting first reported a position in UFP Technologies in Q1 2025 and held it in 2 quarters.
  • Stephens Consulting's UFP Technologies position peaked at $1.01K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held UFP Technologies as of Q3 2025.

Based on Stephens Consulting's 13F filing for Q3 2025, filed 15 Oct 2025.